Some stuff I am reading today morning:
Trump’s options in Iran worsen (CNN)
Tata Sons lose 28,800 Cr in FY2026 (MC)
HDFC Bank fines its own CEO (BSE)
AI stocks crash (247WallSt)
AI stocks can be like airline stocks (The Market)
Inside India’s 1.46L Cr Defence push (FE)
Stock Talk: Reliance (Rediff)
Makaibari Tea’s new brew (Forbes)
Antifragility in Life & Investing (DR)
The Retirement Frown (PC)
Some stuff I am reading today morning:
Mojtaba Khameini calls for continued Jihad (JPost)
The AI trade is still on (Yahoo)
Chinese memory co is Asia’s largest IPO this year (MC)
Manipal Health IPO this week (Rediff)
25,000 Cr IPOs in the pipeline (HT)
India’s secret Stock Exchange (BW)
Company: 100Hands (Forbes)
Market Indicators (Humble $)
Picking stocks in a bloodbath (CS)
Microcaps are struggling in US (Verdad)
Some off beat reads for the weekend:
The Robots Cometh (Time)
Iraq caught between Iran & US (Guardian)
How Asim Munir shielded Saudi Arabia (TOI)
India-Australia Uranium Deal (RT)
Trump’s 5D Chess on Iran (Ida Turan)
Return to war in Yemen (Crisis)
Russia-Ukraine war continues (FP)
Thread: Harsh Mariwala’s NGO anti-national? (VP)
New York’s Jews need to learn from the past (JPost)
The Indian Maharaja who saved Poles (Smithsonian)
How Civilizations Fall (Engelsberg)
Thread: How to fix traditional Indian breakfast (Sanya)
Profile: Pandurang Sadashiv Khankhoje (Parimal)
Movie Review: Nolan’s Odyssey (Tablet)
What Arjuna already knew (R Balu)
Some stuff I am reading today morning:
Why Oil is above $100 (Guardian)
Trump launches new tariffs (CNN)
Big Tech stocks prices fall (Yahoo)
Indigo against Adani airline (BT)
Consultation Paper on PMS (SEBI)
Company: Manam Chocolates (Forbes)
Sell Side Research: HFCL (Deven Choksey)
Battle of the Straits (DR)
High Expectations (Microcap Club)
Why No One understands the AI boom (Ground Breaker)
Some stuff I am reading today morning:
Oil hits $95/barrel (CNBC)
US bond yields rise (Yahoo)
Interview with Ravi Lambah of Temasek (MC)
Bira91 Founder Ankur Jain steps down (Arc)
Ben Affleck’s AI co sold for $587 Million (LA Times)
Will Quant based Mutual Funds work? (CM)
Company: Amrapali Jewels (Forbes)
Deep Dive: Uber Technologies (LC)
Why cutting losses is so hard (EA)
Retire to Something (MM)